Wealth Client Services Specialist: Onboarding & Advisory Support

First Tech Federal Credit Union; Bellevue (WA); On-site; USD 96,000 - 102,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid time off

Paid federal holidays

Employee pricing on lending products

Job summary

First Tech Federal Credit Union's Addison Avenue Investment Services is seeking an experienced Client Services Specialist to support a skilled Financial Advisor Team with a long-standing book of business in Bellevue, WA. You will manage client relationships, onboarding, data entry, and service requests in a fast-paced wealth management environment.

Responsibilities include preparing materials for client meetings, maintaining client records per FINRA/OSJ, and assisting with trade execution under

Qualifications

• Minimum 3 years’ experience in investment support or administration
• Knowledge of FINRA regulations and OSJ requirements
• Experience with CRM and financial planning software
• Excellent communication and organizational skills

Responsibilities

• Oversee client onboarding for complex relationships
• Fulfill client requests and update CRM
• Provide materials and presentations for client meetings
• Support trade execution and investment transactions
• Maintain compliant client records per FINRA/OSJ

Skills

Investment support

Client service

CRM proficiency

Financial planning software

Attention to detail

Multitasking

MS Office

Education

Associate’s degree

Tools

CRM platforms

Finance planning software

MS Excel

Job description

First Tech Federal Credit Union's Addison Avenue Investment Services is seeking an experienced Client Services Specialist to support a skilled Financial Advisor Team with a long-standing book of business in Bellevue, WA. You will manage client relationships, onboarding, data entry, and service requests in a fast-paced wealth management environment.

Responsibilities include preparing materials for client meetings, maintaining client records per FINRA/OSJ, and assisting with trade execution under